Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xueling? Claim Your ProfileXueling Zhang is a financial professional with over 10 years of experience in the industry. Xueling Zhang is currently registered with Charles Schwab & CO., Inc., a large firm with over $50 billion in assets under management. Prior to joining Charles Schwab & CO., Inc., Xueling Zhang held positions at TD AMERITRADE, INC., PARK AVENUE SECURITIES LLC, AMERIPRISE FINANCIAL SERVICES, INC., and MML INVESTORS SERVICES, INC. Xueling Zhang is also a Certified Financial Planner. Xueling Zhang specializes in financial planning and provides investment advisory services to individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
08/26/2022 - Present
Charles Schwab & CO., Inc. (Cupertino CA)
CA
06/04/2022 - 07/29/2024
TD AMERITRADE, INC. (Cupertino CA)
CA
10/22/2013 - 01/15/2015
PARK AVENUE SECURITIES LLC (SAN JOSE CA)
CA
07/08/2011 - 11/01/2012
AMERIPRISE FINANCIAL SERVICES, INC. (CAMPBELL CA)
CA
01/04/2010 - 07/11/2011
PARK AVENUE SECURITIES LLC (SAN JOSE CA)
CA
09/14/2009 - 11/18/2009
MML INVESTORS SERVICES, INC. (FREMONT CA)
CA
07/31/2007 - 07/27/2009
WORLD GROUP SECURITIES, INC. (SUNNYVALE CA)
BOTH
Issued 06/18/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/28/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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